The chapter examines the complexities faced by airlines in a high-demand market, with a spotlight on Delta Airlines' financial performance, challenges with cost control, fare pricing, and shareholder actions. It delves into the valuation dynamics of the airline industry, emphasizing the significance of balancing free cash flow and uncertainties in future performance.
Fed Chair Jerome Powell is keeping tabs on commercial real estate.
(00:21) Asit Sharma and Ricky Mulvey discuss stress in the CRE market, Delta’s quarter, and Tesla’s 50% run-up over the last month.
Then, (16:23) we play an audio-only version of “Scoreboard” from Fool Live, our member’s only livestream. Anand Chokkavelu hosts Lou Whiteman and Rick Munarriz to break down AT&T.
Companies mentioned: DAL, VLY, TSLA, GOOG, GOOGL, HUBS, T, CCI
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Host: Ricky Mulvey
Guests: Asit Sharma, Anand Chokkavelu, Lou Whiteman, Rick Munarriz
Producer: Mary Long
Engineer: Desiree Jones, Michael Schweitzer, Brandon Gentry
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